ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

CIK 1908404 · View on SEC EDGAR ↗

Portfolio value
$2.3M
#9,091 of 9,443 by 13F value · top 96.3%
Positions
7
As of
Dec. 31, 2024 Data as of Q4 2024
Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
7
Effective number of positions
6.6

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

New positions
7
Increased
0
Decreased
0
Closed
0
On this page

Sector breakdown

Technology
22.5%
Financial Services
15.7%
Other/Unmapped
61.8%

Full portfolio 7 positions

Type Streak 8Q trend
QQQ Invesco QQQ Trust, Series 1 $509,185 22.46% 996 Up ×1
BX Blackstone Inc. Common Stock $355,358 15.67% 2,061 Up ×1
IWY $339,965 14.99% 1,445 Up ×1
RWL $285,828 12.61% 2,919 Up ×1
NVDA NVIDIA Corporation - Common Stock $268,580 11.85% 2,000 Up ×1
OEF $266,897 11.77% 924 Up ×1
AAPL Apple Inc. - Common Stock $241,526 10.65% 964 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
QQQ $509,185 996 22.46%
BX $355,358 2,061 15.67%
IWY $339,965 1,445 14.99%
RWL $285,828 2,919 12.61%
NVDA $268,580 2,000 11.85%
OEF $266,897 924 11.77%
AAPL $241,526 964 10.65%